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Disclosery

JFG Wealth Management, LLC: BGRN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFG Wealth Management, LLC on BGRN, newest first. How the timeline and the estimate are built.

JFG Wealth Management, LLC held 0 BGRN shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,304 shares

    13F-HR 0001172661-25-002960 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 7,304 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $345,917.

    13F-HR 0001172661-25-001676 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 7,304 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $340,512.

    13F-HR 0001172661-25-000493 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 7,304 shares
    Change vs previous 13F +1,224 shares

    0.1% of the 13F portfolio, value $353,075.

    13F-HR 0001172661-24-004421 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 6,080 shares
    Change vs previous 13F +509 shares

    0.08% of the 13F portfolio, value $282,963.

    13F-HR 0001172661-24-003043 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 5,571 shares
    Change vs previous 13F +445 shares

    0.07% of the 13F portfolio, value $261,224.

    13F-HR 0001172661-24-002137 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 5,126 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $242,101.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).